Estate and Tax Planning
We have planned estates for individuals of many different backgrounds and situations: retired couples with extensive assets, entrepreneurs with highly profitable businesses, successful executives with large concentrations of company stock, philanthropists, and individuals with significant wealth and tax issues. Our estate and tax services include:
- establishment of trusts, both lifetime and testamentary, from the most basic to the most complex;
- design and establishment of charitable split interest trusts, private foundations and similar entities;
- set-up and maintenance of family limited partnerships and limited liability companies;
- income, estate, gift and generation-skipping tax planning;
- business succession planning;
- advice and assistance relative to management of assets;
- implementation of gift programs;
- charitable trust planning;
- insurance trust planning;
- preparation of wills; and
- preparation of powers of attorney for financial and health care matters.
Professionals
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